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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Customer Trigger" from Bundeling.

Add your action

An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.

You’re connected!

Zapier seamlessly connects Bundeling and Follow Up Boss, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Webhook Name
  Required
- Event
  Required
Trigger
Instant
Try It
- Webhook name
  Required
- Event
  Required
Trigger
Instant
Try It
- Webhook Name
  Required
- Event
  Required
Trigger
Instant
Try It
- Author unique identifier
  Required
- Title
  Required
- Description
- Category
- Category uuid
- Location
  Required
- Date
  Required
- Attendance end date
  Required
- End date
  Required
- Social sharing
- Draft
- Publication date
  Required
- Notification date
  Required
- Attending e-mail
- External reference
- Attendance form unique identifier
- Labels
- Pushbroadcast
- Pushnotification
- Pushnotification pictures
Action
Write
- Author unique identifier
- Title
  Required
- Content
  Required
- Category unique identifier
- Event unique identifier
- Sponsor unique identifier
- Link
- Social sharing
- Like enabled
- Comments Enabled
- Draft
- Publication date
- Labels
- Pushbroadcast
Action
Write

- Event unique identifier
  Required
- User unique identifier
- Certain
- Guests
- Notes
Action
Write
- Unique identifier
- Author unique identifier
- Title
- Content
- Category unique identifier
- Event unique identifier
- Sponsor unique identifier
- Link
- Social sharing
- Like enabled
- Comments enabled
- Draft
- Publication date
- Labels
- Pushbroadcast
Action
Write

- Attendance unique identifier
- Certain
- Guests
- Notes
Action
Write
- Unique identifier
  Required
Action
Search
- Unique identifier
  Required
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Webhook name
  Required
- Event
  Required
Trigger
Instant
Try It
- Webhook name
  Required
- Event
  Required
Trigger
Instant
Try It
- Name
  Required
- Sponsor type
- Website
- E-mail
- Address
- Zipcode
- Town
- Telephone
- Mobilephone
- Additional info
- Additional info short
- Advertisement
- Meta keyword
- LinkedIn
- Number of tickets
- Notes
- External reference
- Hidden
- Labels
Action
Write
- Label
  Required
Action
Write
- Username
  Required
- Password
- First name
- (Sur)name
  Required
- Function
- Birthday
- Email
  Required
- Telephone
- Mobilephone
- Additional info
- Facebook
- Twitter
- LinkedIn
- Notes
- Hidden
- Deactivated
- Send invite
- Labels
- Linked customer
Action
Write
- Unique identifier
- Name
- Sponsor type
- Website
- E-mail
- Address
- Zipcode
- Town
- Telephone
- Mobilephone
- Additional info
- Additional info short
- Advertisement
- Meta keywords
- LinkedIn profile
- Number of tickets
- Notes
- External reference
- Hidden
- Labels
Action
Write
- Unique identifier
  Required
- Username
  Required
- Password
- Firstname
- (Sur)name
  Required
- Function
- Birthday
- Email
  Required
- Telephone
- Mobilephone
- Additional info
- Twitter
- Facebook
- LinkedIn
- Notes
- External reference
- Hidden
- Deactivated
- Send invite
- Labels
Action
Write
- Unique identifier
Action
Search
- Unique identifier
Action
Search
- Unique identifier
  Required
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Bundeling and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Follow Up Boss on the Zapier blog

Make work flow with AI

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About Bundeling

The central communication hub for your organization

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Related categories

Communication

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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